Investment Management & Financial Planning

Customized Planning & Goal-Based Investing is at the Core of Smart Wealth Management.

Customize Your Planning

  • Retirement Planning
  • College Planning
  • Estate Planning
  • Tax and Retirement Distribution Planning
  • Insurance Planning
  • And more

We coordinate with and can refer you to other financial professionals to assist you with:


The strategy and preparation of Estate Planning Documents

The analysis and preparation of Tax Returns

Insurance Needs and Implementation

Customized Investment Portfolio Design

We provide complete investment services, including:

  • Risk Assessment
  • Investment Selection
  • Asset Allocation and Diversification
  • Portfolio Design and Full Implementation
  • Portfolio Rebalancing
  • Ongoing Portfolio Management, Monitoring, and Full Advisory Services

Listen in on the most recent edition of our series, “Inside the Economy with SHJ Wealth Advisors” to find out what is happening in the markets and economy.